Baldwin Wealth Partners’s Altria Group MO Stock Holding History

Baldwin Wealth Partners’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.53M	Sell	35,104 -10,486	-23%	-$732K	0.17%	78
2026 Q1	$3.01M	Sell	45,590 -1,923	-4%	-$124K	0.22%	67
2025 Q4	$2.74M	Sell	47,513 -4,203	-8%	-$254K	0.18%	74
2025 Q3	$3.42M	Sell	51,716 -2,104	-4%	-$133K	0.22%	66
2025 Q2	$3.16M	Buy	53,820 +2,381	+5%	+$140K	0.21%	69
2025 Q1	$3.09M	Sell	51,439 -2,927	-5%	-$160K	0.22%	69
2024 Q4	$2.84M	Sell	54,366 -3,557	-6%	-$189K	0.2%	76
2024 Q3	$2.96M	Sell	57,923 -2,368	-4%	-$120K	0.2%	79
2024 Q2	$2.75M	Sell	60,291 -8,134	-12%	-$361K	0.21%	75
2024 Q1	$2.98M	Sell	68,425 -6,907	-9%	-$286K	0.22%	73
2023 Q4	$3.04M	Sell	75,332 -5,503	-7%	-$228K	0.24%	73
2023 Q3	$3.4M	Sell	80,835 -11,926	-13%	-$527K	0.29%	68
2023 Q2	$4.2M	Sell	92,761 -1,336	-1%	-$60.5K	0.34%	64
2023 Q1	$4.2M	Buy	94,097 +87	+0.1%	+$4K	0.37%	63
2022 Q4	$4.3M	Buy	94,010 +84,910	+933%	+$3.85M	0.39%	66
2022 Q3	$368K	Hold	9,100	–	–	0.05%	122
2022 Q2	$380K	Hold	9,100	–	–	0.05%	130
2022 Q1	$475K	Hold	9,100	–	–	0.05%	125
2021 Q4	$431K	Hold	9,100	–	–	0.04%	142
2021 Q3	$414K	Hold	9,100	–	–	0.05%	133
2021 Q2	$434K	Hold	9,100	–	–	0.05%	134
2021 Q1	$466K	Hold	9,100	–	–	0.06%	112
2020 Q4	$373K	Hold	9,100	–	–	0.05%	126
2020 Q3	$352K	Hold	9,100	–	–	0.05%	125
2020 Q2	$357K	Hold	9,100	–	–	0.05%	118
2020 Q1	$352K	Sell	9,100 -390	-4%	-$17.3K	0.06%	111
2019 Q4	$474K	Hold	9,490	–	–	0.07%	112
2019 Q3	$388K	Sell	9,490 -200	-2%	-$9.2K	0.06%	123
2019 Q2	$459K	Sell	9,690 -10	-0.1%	-$524	0.07%	128
2019 Q1	$557K	Sell	9,700 -397	-4%	-$20.3K	0.08%	117
2018 Q4	$499K	Buy	10,097 +397	+4%	+$23K	0.08%	118
2018 Q3	$585K	Sell	9,700 -650	-6%	-$38.6K	0.08%	115
2018 Q2	$588K	Hold	10,350	–	–	0.09%	111
2018 Q1	$645K	Buy	10,350 +300	+3%	+$19.9K	0.1%	105
2017 Q4	$718K	Buy	10,050 +250	+3%	+$16.8K	0.11%	107
2017 Q3	$622K	Hold	9,800	–	–	0.1%	111
2017 Q2	$730K	Hold	9,800	–	–	0.12%	103
2017 Q1	$700K	Hold	9,800	–	–	0.12%	111
2016 Q4	$663K	Hold	9,800	–	–	0.12%	106
2016 Q3	$620K	Sell	9,800 -5,400	-36%	-$359K	0.11%	108
2016 Q2	$1.05M	Sell	15,200 -566	-4%	-$36.2K	0.22%	71
2016 Q1	$988K	Buy	15,766 +566	+4%	+$34.2K	0.18%	107
2015 Q4	$885K	Hold	15,200	–	–	0.14%	128
2015 Q3	$827K	Hold	15,200	–	–	0.14%	132
2015 Q2	$743K	Hold	15,200	–	–	0.11%	148
2015 Q1	$760K	Buy	15,200 +161	+1%	+$8.55K	0.11%	143
2014 Q4	$741K	Buy	15,039 +139	+0.9%	+$6.77K	0.11%	152
2014 Q3	$685K	Buy	+14,900	New	+$638K	0.1%	162

Other funds holding MO

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Baldwin Wealth Partners's MO Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Altria Group (MO) stake by 23% in Q2 2026, selling an estimated $732K and leaving 35,104 shares worth $2.53M. The position accounts for 0.17% of the portfolio, ranked #78.

Baldwin Wealth Partners first reported a position in MO in Q3 2014 and has held it in 48 quarters since. The position peaked at $4.3M in Q4 2022. 1,156 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Baldwin Wealth Partners held 35,104 shares of Altria Group worth $2.53M as of Q2 2026.
Baldwin Wealth Partners sold 10,486 Altria Group shares in Q2 2026, an estimated $732K.
Altria Group made up 0.17% of Baldwin Wealth Partners's portfolio in Q2 2026, its #78 holding.
Baldwin Wealth Partners first reported a position in Altria Group in Q3 2014 and has held it in 48 quarters since.
Baldwin Wealth Partners's Altria Group position peaked at $4.3M in Q4 2022.
1,156 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.